NYSEArca - Delayed Quote USD

iShares Morningstar Small-Cap ETF (JKJ)

231.19 +0.01 (+0.00%)
At close: March 19 at 2:47 PM EDT

ETF Summary

The investment seeks to track the investment results of the Morningstar® US Small-Cap Extended IndexSM composed of small-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by small-capitalization companies that have exhibited both “growth” and “value” characteristics as determined by Morningstar, Inc.’s (“Morningstar” or the “index provider”) proprietary index methodology.

Risk Overview

Performance & Risk

YTD Return 12.34%
5y Average Return 12.98%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
JKJCategory AverageJKJCategory AverageJKJCategory Average
Alpha -5.06 -- -5.52 -- -5.04 --
BETA 1.27 -- 1.25 -- 1.23 --
Mean Annual Return 1.13 -- 1.27 -- 0.96 --
R-squared 86.02 -- 82.48 -- 81.84 --
Standard Deviation 25.2 -- 20.76 -- 18.42 --
Sharpe Ratio 0.48 -- 0.68 -- 0.59 --
Treynor Ratio 7.38 -- 10.1 -- 7.83 --

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